Defined Benefit Plans, Including Cash Balance

7,202 topics in this forum

1. PBGC Premiums for 1st year filing

   By jkdoll2, April 10, 2009
   • 5 replies
   • 2.4k views
   • 
   • John Feldt ERPA CPC QPA
   • April 16, 2009

2. yield curve & election months

   By HiVi, April 7, 2009
   • 5 replies
   • 1.6k views
   • 
   • HiVi
   • April 16, 2009

3. Eliminating Lump Sum Option

   By Andy the Actuary, April 12, 2009
   • 12 replies
   • 2.3k views
   • 
   • Andy the Actuary
   • April 16, 2009

4. waiver of accrued benefit

   By Guest lip, April 12, 2009
   • 2 replies
   • 1.3k views
   • 
   • ScottR
   • April 16, 2009

5. Lump Sum implications of WIDE treasury-to-Corporate spread

   By Guest DBPension, April 15, 2009
   • 4 replies
   • 1.6k views
   • 
   • SoCalActuary
   • April 16, 2009

6. SE Tax on Partner's Partnership DB Contributions?

   By Guest Bawana, April 15, 2009
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • April 15, 2009

7. 436 Notice Required?

   By Penman2006, April 14, 2009
   • 6 replies
   • 1.8k views
   • 
   • tymesup
   • April 15, 2009

8. Selecting Worst Interest Scenario

   By Andy the Actuary, April 9, 2009
   • 7 replies
   • 1.3k views
   • 
   • Andy the Actuary
   • April 14, 2009

9. Amending to remove COLAs

   By Guest erepper, April 14, 2009
   • 2 replies
   • 1.1k views
   • 
   • david rigby
   • April 14, 2009

10. 1st year Cash Balance Plan

    By jkdoll2, April 9, 2009
    • 15 replies
    • 3.5k views
    • 
    • Blinky the 3-eyed Fish
    • April 13, 2009

11. Restricted Benefits and Alternate Payees

    By davef, April 9, 2009
    • 16 replies
    • 3k views
    • 
    • davef
    • April 13, 2009

12. PBGC Premium Cap

    By Guest Deflector, April 13, 2009
    • 1 reply
    • 1.4k views
    • 
    • zimbo
    • April 13, 2009

13. Remove Lump Sum Distributions from DB Plan

    By 12AX7, April 9, 2009
    • 4 replies
    • 1.3k views
    • 
    • 12AX7
    • April 9, 2009

14. Lump Sum restriction for top 25 ?

    By Guest DBPension, April 8, 2009
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 9, 2009

15. More Annual Funding Notice

    By dmb, April 6, 2009
    • 15 replies
    • 2.1k views
    • 
    • Guest
    • April 9, 2009

16. large plan valuations administration

    By Guest lip, March 26, 2009
    • 10 replies
    • 1.8k views
    • 
    • Ron Snyder
    • April 8, 2009

17. Soc. Sec. Level Income Option

    By Penman2006, April 7, 2009
    • 2 replies
    • 2.2k views
    • 
    • SoCalActuary
    • April 7, 2009

18. Non discrimination testing

    By Gary, April 7, 2009
    • 0 replies
    • 960 views
    • 
    • Gary
    • April 7, 2009

19. Questions for 2008 Valuation

    By Guest naveen, April 6, 2009
    • 1 reply
    • 967 views
    • 
    • Guest
    • April 7, 2009

20. Purchase of Life Insurance Policy

    By bzorc, April 7, 2009
    • 0 replies
    • 861 views
    • 
    • bzorc
    • April 7, 2009

21. Plan Loans

    By Gary, April 7, 2009
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • April 7, 2009

22. Excise Tax Primer

    By Guest RBlaine, March 17, 2009
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • April 5, 2009

23. Recapture of AFTAP-restricted lump sum ?

    By Guest DBPension, April 3, 2009
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 4, 2009

24. Any EA Conference News?

    By AndyH, April 2, 2009
    • 16 replies
    • 2.3k views
    • 
    • Mike Preston
    • April 4, 2009

25. Lump Sum Under $5,000

    By Dougsbpc, April 3, 2009
    • 1 reply
    • 2.4k views
    • 
    • Mike Preston
    • April 3, 2009

26. Plan obligations on 2009 Lump Sum Restrictions

    By Guest DBPension, April 2, 2009
    • 3 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 2, 2009

27. So, what is paid?

    By Andy the Actuary, March 26, 2009
    • 9 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • April 2, 2009

28. Mortality Table Election

    By Andy the Actuary, April 2, 2009
    • 2 replies
    • 1k views
    • 
    • Andy the Actuary
    • April 2, 2009

29. Trigger for Lump Sum Payout Restriction

    By Guest DBPension, March 30, 2009
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • April 2, 2009

30. SPD Question

    By Guest lbz123, March 30, 2009
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • April 2, 2009

31. Quicky est. of the 2009 AFTAP

    By Guest DBPension, April 2, 2009
    • 3 replies
    • 976 views
    • 
    • Andy the Actuary
    • April 2, 2009

32. DB Investment Policy Statements

    By Guest MikeAIGFA, March 25, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 2, 2009

33. Professional Ethics

    By Andy the Actuary, March 19, 2009
    • 9 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • April 2, 2009

34. Online source for 2008 Plan AFTAPs ?

    By Guest DBPension, March 31, 2009
    • 4 replies
    • 1.4k views
    • 
    • Effen
    • April 2, 2009

35. Revised Annual Funding Notice

    By Just Me, March 30, 2009
    • 2 replies
    • 1.2k views
    • 
    • JAY21
    • April 1, 2009

36. excise tax due while funding waiver application is pending?

    By Guest Mariner, April 1, 2009
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • April 1, 2009

37. Annual Funding Notice for Terminated Plan

    By Guest TammyS, March 30, 2009
    • 1 reply
    • 1.1k views
    • 
    • SheilaD
    • March 31, 2009

38. PBGC Annual Funding Notice

    By JAY21, March 30, 2009
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • March 30, 2009

39. Amendment language to freeze

    By Trekker, March 30, 2009
    • 2 replies
    • 1.8k views
    • 
    • Trekker
    • March 30, 2009

40. I didn't fund my Keough Money Purchase 2003-2006

    By Guest Dboy, March 29, 2009
    • 3 replies
    • 1k views
    • 
    • K2retire
    • March 30, 2009

41. 2009 AFTAP based on 2008

    By Guest Xerxes, March 4, 2009
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • March 27, 2009

42. Annual Funding Notice

    By Guest pcohen, March 27, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 27, 2009

43. Valuation of Alternative Investments

    By Guest rtdryer, March 19, 2009
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • March 27, 2009

44. Calculating Restricted Amount

    By Andy the Actuary, March 5, 2009
    • 1 reply
    • 937 views
    • 
    • tymesup
    • March 26, 2009

45. Restriction on lump sums

    By Medusa, March 26, 2009
    • 1 reply
    • 1k views
    • 
    • Andy the Actuary
    • March 26, 2009

46. Change from BOY val to EOY Val Date

    By JAY21, March 26, 2009
    • 0 replies
    • 1.2k views
    • 
    • JAY21
    • March 26, 2009

47. Additional Funding Relief

    By dmb, March 26, 2009
    • 1 reply
    • 908 views
    • 
    • Effen
    • March 26, 2009

48. Elimination of Reporting Waiver for Missed Quarterlies

    By Andy the Actuary, March 23, 2009
    • 9 replies
    • 1.5k views
    • 
    • AndyH
    • March 26, 2009

49. Freeze Current DB Plan / Start 401k Plan

    By tuni88, March 25, 2009
    • 4 replies
    • 1.7k views
    • 
    • SoCalActuary
    • March 26, 2009

50. PBGC Premium Payment Logistics

    By Medusa, March 25, 2009
    • 13 replies
    • 2k views
    • 
    • Medusa
    • March 26, 2009